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Tucker Asset Management’s Morgan Stanley MS Stock Holding History

Tucker Asset Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$10.3K Buy
+58
New +$9.68K ﹤0.01% 573
2025
Q1 		– Sell
-53
Closed -$6.66K – 687
2024
Q4 		$6.66K Buy
+53
New +$6.53K ﹤0.01% 896

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tucker Asset Management's MS Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Morgan Stanley (MS) in Q4 2025: 58 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in MS as recently as Q4 2024.

Tucker Asset Management first reported a position in MS in Q4 2024 and has held it in 2 quarters since. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Tucker Asset Management held 58 shares of Morgan Stanley worth $10.3K as of Q4 2025.
  • Morgan Stanley was a new Tucker Asset Management position in Q4 2025.
  • Morgan Stanley made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #573 holding.
  • Tucker Asset Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 2 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.